| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 265 | $1.52B | +$29.3M | -$37M | -$7.68M | VTV, VUG, VV, VGK, VTI | 13F-HR | 12/3/2024, 01:43 PM |
| Q2 2024 | 265 | $1.44B | +$28.3M | -$44.8M | -$16.5M | VUG, VTV, VV, VTI, VGK | 13F-HR | 8/19/2024, 05:01 PM |
| Q1 2024 | 280 | $1.43B | +$56.9M | -$35.3M | +$21.6M | VTV, VUG, VV, VTI, VGK | 13F-HR | 5/29/2024, 01:27 PM |
| Q4 2023 | 282 | $1.31B | +$61.5M | -$63.1M | -$1.66M | VTV, VUG, VV, VTI, VGK | 13F-HR | 2/21/2024, 11:28 AM |
| Q3 2023 | 255 | $1.17B | +$53.9M | -$31.8M | +$22.2M | VTV, VUG, VV, VTI, VGK | 13F-HR | 11/17/2023, 12:34 PM |
| Q2 2023 | 281 | $1.2B | +$239M | -$10M | +$229M | VTV, VUG, VV, VTI, VGK | 13F-HR | 8/28/2023, 07:08 PM |
| Q1 2023 | 256 | $911M | +$20.3M | -$8.71M | +$11.6M | VTV, VUG, VGK, VPL, VB | 13F-HR | 5/24/2023, 06:09 PM |
| Q4 2022 | 251 | $833M | +$21.6M | -$19M | +$2.6M | VTV, VUG, VGK, VPL, VB | 13F-HR | 2/24/2023, 02:53 PM |
| Q3 2022 | 240 | $774M | +$53M | -$34.9M | +$18.1M | VTV, VUG, VGK, VB, VPL | 13F-HR | 11/30/2022, 05:40 PM |
| Q2 2022 | 262 | $822M | +$48.9M | -$30.1M | +$18.8M | VTV, VUG, VGK, VB, VPL | 13F-HR | 8/23/2022, 05:25 PM |
| Q1 2022 | 273 | $974M | +$54.6M | -$35.9M | +$18.6M | VTV, VUG, VGK, VPL, VB | 13F-HR | 5/27/2022, 01:41 PM |
| Q4 2021 | 286 | $1.02B | +$34.4M | -$41.8M | -$7.41M | VUG, VTV, VGK, VB, MSFT | 13F-HR | 2/25/2022, 05:07 PM |
| Q3 2021 | 277 | $967M | +$37.6M | -$19.7M | +$18M | VUG, VTV, VGK, VB, VPL | 13F-HR | 11/17/2021, 05:23 PM |
| Q2 2021 | 274 | $967M | +$53.9M | -$11.3M | +$42.6M | VUG, VTV, VGK, VB, VPL | 13F-HR | 8/18/2021, 06:32 PM |
| Q1 2021 | 260 | $865M | +$56.5M | -$54.2M | +$2.28M | VUG, VTV, VGK, VB, VPL | 13F-HR | 5/24/2021, 12:09 PM |
| Q4 2020 | 251 | $821M | +$81.5M | -$16.9M | +$64.6M | VUG, VTV, VGK, VB, VPL | 13F-HR | 2/26/2021, 01:06 PM |
| Q3 2020 | 169 | $664M | +$146M | -$199M | -$52.4M | VUG, VTV, VGK, VPL, VB | 13F-HR | 11/17/2020, 02:35 PM |
| Q2 2020 | 148 | $691M | +$53M | -$17.2M | +$35.9M | VUG, VTV, BND, VGK, VGIT | 13F-HR | 9/2/2020, 12:20 PM |
| Q1 2020 | 123 | $568M | +$33M | -$44.7M | -$11.7M | VUG, BND, VTV, VGIT, VGK | 13F-HR | 5/8/2020, 02:30 PM |
| Q4 2019 | 135 | $689M | +$21.3M | -$10.8M | +$10.5M | VUG, VTV, BND, VGK, VPL | 13F-HR | 2/13/2020, 07:23 PM |
| Q3 2019 | 139 | $642M | +$35.8M | -$7.24M | +$28.6M | VUG, VTV, BND, VGK, VPL | 13F-HR | 11/13/2019, 10:46 AM |
| Q2 2019 | 143 | $611M | +$25.5M | -$8.38M | +$17.1M | VUG, VTV, BND, VGK, VPL | 13F-HR | 8/20/2019, 01:02 PM |
| Q1 2019 | 137 | $579M | +$13.8M | -$52M | -$38.1M | VUG, VTV, BND, VGK, VPL | 13F-HR | 5/8/2019, 04:13 PM |
| Q4 2018 | 161 | $565M | +$24.8M | -$21.5M | +$3.27M | VTV, VUG, BND, VGK, VPL | 13F-HR | 2/20/2019, 05:23 PM |
| Q3 2018 | 170 | $590M | +$48.3M | -$20.1M | +$28.3M | VTV, VUG, BND, VGK, VPL | 13F-HR | 11/16/2018, 06:01 PM |
| Q2 2018 | 170 | $578M | +$32.5M | -$9.57M | +$22.9M | VUG, VTV, VGK, BND, VPL | 13F-HR | 8/20/2018, 02:52 PM |
| Q1 2018 | 164 | $551M | +$30.9M | -$5.38M | +$25.6M | VUG, VTV, VGK, BND, VPL | 13F-HR | 5/16/2018, 10:55 AM |
| Q4 2017 | 167 | $530M | +$14M | -$13.4M | +$581K | VTV, VUG, VGK, BND, VPL | 13F-HR | 2/22/2018, 06:16 PM |
| Q3 2017 | 168 | $509M | +$103M | -$9.59M | +$93.1M | VUG, VTV, VGK, BND, VPL | 13F-HR | 11/17/2017, 03:15 PM |
| Q2 2017 | 133 | $402M | +$35.4M | -$17M | +$18.4M | VUG, VTV, VGK, BND, VPL | 13F-HR | 7/31/2017, 11:58 AM |
| Q1 2017 | 110 | $374M | +$22.1M | -$13M | +$9.09M | VTV, VUG, VGK, VPL, BND | 13F-HR | 5/17/2017, 07:41 PM |
| Q4 2016 | 116 | $348M | +$87M | -$69.9M | +$17.1M | VTV, VUG, VGK, VPL, VWO | 13F-HR | 2/28/2017, 11:03 AM |
| Q3 2016 | 141 | $296M | +$64.4M | -$52.2M | +$12.2M | VTV, VUG, VGK, BND, VPL | 13F-HR | 11/17/2016, 01:09 PM |
| Q2 2016 | 108 | $309M | +$6.91M | -$5.24M | +$1.67M | VTV, VUG, VGK, BND, VPL | 13F-HR | 8/11/2016, 07:06 PM |
| Q1 2016 | 112 | $302M | +$24.3M | -$9.23M | +$15.1M | VTV, VUG, VGK, VPL, BND | 13F-HR | 5/16/2016, 05:02 PM |
| Q4 2015 | 108 | $285M | +$29.9M | -$65.6M | -$35.7M | VTV, VUG, VGK, BND, VPL | 13F-HR | 2/8/2016, 04:57 PM |
| Q3 2015 | 141 | $313M | +$22.5M | -$17.5M | +$5M | VTV, VUG, VGK, BND, VPL | 13F-HR | 11/17/2015, 11:03 AM |
| Q2 2015 | 143 | $333M | +$14.7M | -$8.45M | +$6.3M | VTV, VUG, VGK, BND, VPL | 13F-HR | 8/4/2015, 01:38 PM |
| Q1 2015 | 145 | $330M | +$21.3M | -$4.53M | +$16.7M | VTV, VUG, VGK, BND, LQD | 13F-HR | 4/13/2015, 12:21 PM |
| Q4 2014 | 139 | $309M | +$66M | -$14.1M | +$51.9M | VTV, VUG, VGK, BND, LQD | 13F-HR | 2/23/2015, 03:03 PM |
| Q3 2014 | 103 | $256M | +$10.1M | -$3.07M | +$7.02M | VTV, VUG, VGK, LQD, VPL | 13F-HR | 10/9/2014, 06:46 PM |
| Q2 2014 | 99 | $254M | $0 | $0 | VTV, VUG, VGK, LQD, VPL | 13F-HR | 8/12/2014, 04:12 PM |